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Sunrun RUN Incentives — Costs to obtain contracts- customer agreements

Other product segments

Customer agreements
$2.55B+16.3%

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$81.69M+38.8%

Other financials

Income statement

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Revenue$722.2M+43.2%
Operating income-$43.5M+62.1%
Net income$167.6M+235%
EPS (diluted)$0.62+210%

Balance sheet

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Cash & equivalents$679.6M+12.3%
Total debt$78.9M-29.5%
Total equity$3.3B+27.7%
Total assets$22.8B+11.7%

Cash flow

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Operating cash flow$10.6M+110%
CapEx$409.0K+86.8%
Free cash flow$10.2M+110%

Valuation

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Market cap$3.06B+140%

Profitability

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Gross margin55.4%
Operating margin-150.2%-204pp
Net margin17.9%+9.5pp
FCF margin-33.7%+3.3pp

Returns & leverage

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Return on equity19.1%+10.7pp
Debt / equity0.0×
Current ratio1.4×+0.1×

Where this comes from

Reported directly by Sunrun in its filing.

Tagged under the XBRL concept us-gaap:CapitalizedContractCostGross.

The official record: Sunrun’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Sunrun's incentives — costs to obtain contracts- customer agreements?
Sunrun (RUN) reported incentives — costs to obtain contracts- customer agreements of $2.48M in Q1 2026.
How has Sunrun's incentives — costs to obtain contracts- customer agreements changed year-over-year?
Sunrun's incentives — costs to obtain contracts- customer agreements decreased by 0.0% year-over-year, from $2.48M to $2.48M.
What is the long-term trend for Sunrun's incentives — costs to obtain contracts- customer agreements?
Over 4 years (2021 to 2025), Sunrun's incentives — costs to obtain contracts- customer agreements has grown at a 0.0% compound annual growth rate (CAGR), from $9.92M to $9.92M.
What does incentives — costs to obtain contracts- customer agreements mean?
This metric captures the incremental costs incurred to secure long-term residential solar customer agreements, such as sales commissions and marketing expenditures directly attributable to contract acquisition. These costs are typically capitalized and amortized over the life of the customer contract, reflecting the efficiency of the company's customer acquisition strategy. Analyzing this metric provides insight into the cost-effectiveness of the sales funnel and the long-term profitability of the customer base.